SMSF Software Feature Releases – March 2019

Release 3.3 Now Available

A new month a new release, 2019 has already seen some tremendous enhancements and here are some more!

The below enhancements are a direct result of client feedback (with a little help from the ATO), please keep them coming.

Multi Factor Authentication

Addition of read only mode

SuperMate API Integration

Multi Factor Authentication

Cloudoffis now has 3 types of Multi Factor Authentication (MFA). This provides additional levels of security for all users across multiple platforms and devices, such as email, mobile phone and applications.

These settings can be accessed by any user from their profile, once open the MFA page is on the right as per below.

Keeping everyone’s data secure is our top priority.

Read Only Mode

We have created a read only functionality to enable quick reference to previous year’s audits without the risk of creating invalid timestamps.

Ability to quickly refer to previous years audit

Ability to compare in new tab (different screen if available)

Read only removes the risk of updating wrong year

Ability to provide access for review or training without the risk of updating.

These are instantly accessible from the Fund Dashboard or Completed Audit Queue -allowing easy reference between both & providing greatly improved efficiency and usability.

SuperMate API Integration

With help from the SuperMate team we have now enabled SuperMate data to be imported via the cloud. This will automatically import fund details, trial balance & general ledger automatically into Cloudoffis. You’ll no longer have to manually create clients and upload these reports!

Save time and be more efficient with even more ‘auditomation’.

If you’re an existing user and would like further instructions on these new enhancements, please visit your Support Portal or reach out to our Support team.

SEE THESE UPDATES IN ACTION

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